QuoteMachine by Lightspeed

How to set up automatic reminders for unpaid invoices

Automatic Reminders for Unpaid Invoices

Here is a quick guide on how to collect late fees on overdue invoices.

Collecting Late Fees in QuoteMachine

Downloading a PDF version of your document

All about printing your documents in QuoteMachine

Printing in QuoteMachine

How to set up taxes rates in QuoteMachine

Setting up taxes

This guide explains how to create and use different price levels in QuoteMachine.

Price Levels

How to use the tax functions for tax inclusive accounts

Change taxes in tax-inclusive accounts

Setting Restrictions on Order Forms

How to add additional contractual details to a quote

Create a contract document from quote

How to update your payment method and access your invoices

Manage your QuoteMachine subscription

Cancelling an Order

Connect QuoteMachine to hundreds of other apps with Zapier

How to use Zapier with QuoteMachine

How to Connect & use Kangaroo rewards integration with QuoteMachine

Connecting with Kangaroo rewards

How to to attach PDFs to your account statements

Attaching PDFs to account statements

How to set order statuses to change automatically when items are invoiced or checked-in

Automatic update of order status

Add details to the tax line on your documents

How to add your tax numbers

How to receive a payment directly from a sales order

Collecting a Payment from an Order

How to connect your email to QuoteMachine to send mail and access calendars.

Connect QuoteMachine to your own email account

How to connect QuoteMachine and Zendesk Sell together

Connect with Zendesk Sell

Setting the seller's email displayed in the quotes, invoices and other documents

How to display the location or account email address in the Contact & Document details section

Using Order Forms for Event Registration

Delete a payment from a quote and convert it to a credit memo

How to delete a deposit from a quote

Creating a Return and Refund in QuoteMachine

QuoteMachine lets you enter a different tax per line item

Entering Tax by Line Item

Let your customers know when their quote expires!

Expiration dates on Quotes

Merge fields allow you to input information into your QuoteMachine documents

Using Merge & Custom Fields

Use an order form to showcase and sell your products online

Order Forms

This guide will walk you through the process of importing Suppliers into QuoteMachine via a CSV file.

How to Import Suppliers Through CSV File in QuoteMachine

This article goes over how to display your business details such as name, address, phone number etc, on your documents.

Displaying business details on your Documents

Comment connecter votre courriel à QuoteMachine pour envoyer des courriels et accéder aux calendriers.

Connecter QuoteMachine à votre propre compte courriel

QuoteMachine Sales Team

Kadija Allagouma

General Settings

How to set up your account and send your first quotation

Quick Start Guide for QuoteMachine

Creating an Action Tile to clone an existing Quote!

Adding a Quote template to your Dashboard

A step by step on how to turn on bottom line pricing in Quotemachine.

Bottom Line Pricing

Getting Started

How to replace your password with a new one

Change your password

Setting up user permissions

Simple steps to get you back in to your account if you've lost your password

Recover your password

Multi-currency

Dynamic tax calculates the document tax automatically based on the contact's shipping address!

Using QuoteMachine Dynamic Tax

Correctly record the exact payment type you received

Customizable Payment Types in QuoteMachine

Account Settings

Connect your Stripe account to QuoteMachine and start accepting payments

Activate the integration with Stripe Payments

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.

Connecting your Stripe Integration

How to set up ACH and troubleshoot errors

ACH setup with Stripe

Setting up ACH Payments

QuoteMachine allows to add a credit card to a contacts information at any point.

Saving a new card on file without capturing payment.

How to save a credit card securely to automate payments

Save a credit card on file while capturing payment

How to take a payment using a card saved on file

Use credit card on file

Integrated Payments

How to get signatures from your customers

Taking an E-Signature in QuoteMachine

Personalize your documents and stay on brand.

The Font & Color Scheme customization

How to edit and personalize your document templates in QuoteMachine

Creating, Editing, and Deleting Document Templates

How to use a background image with your documents

Background image on Quotes

How to remove the "Get started" message from emails and the bottom of your documents.

Hide QuoteMachine logo from emails and documents

Custom order statuses

Create a custom form for your customers to enter in their own information.

Custom Forms

How to hide a customer’s email from a quote, order or invoice template

Remove a customer’s email from a template

Custom Fields are a great way to customize your QuoteMachine experience.

Custom Fields

How to personalize emails with merge fields

Variable fields in emails

Use a custom pricing table in your QuoteMachine documents

Using the Custom Pricing Table

How to add ageing reports into your invoices and account statements

Adding ageing reports into documents

How to show a deposit or pre-payment requirement on a Quote

Display a deposit on a quote

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.

Display account statements within invoices

Insert video in quote template

Add predefined content to your documents using snippets

How to Use Snippets

Template Design and Customization

How to add an event to a calendar from any document in QuoteMachine

Adding an event to a calendar

How to link calendar events to groups in your pricing tables

Link a calendar event to a group in the pricing table

How to create a calendar for scheduling pages and events

Setting up a calendar in QuoteMachine

How to pool availability from all your team members into one scheduling page

Creating a "round robin" scheduling page

How to create scheduling pages and send them to your customers

Creating Scheduling Pages in QuoteMachine

How QuoteMachine's scheduling page feature can help you manage your business

Introducing Scheduling Pages

Learn how to configure your scheduling pages to be available from quotes, invoices and orders

How to send a scheduling page from a quote, invoice or order

Comment créer un calendrier pour les pages de planification et les événements

Configurer un calendrier dans QuoteMachine

Rita Z

Calendar and Scheduling features

Changing the shipping address on a quote or invoice

How to edit the shipping address of a document

Creating a pick and pack slip from your invoice or order.

How to create a packing slip

How to add a customer shipping address to a quote

Display shipping address on a document template

Adding a shipping address that differs from the customer billing address

Add a shipping address to a customer contact profile

Emille Law

Shipping Management

Control what email notifications you receive

Email Notification Settings

How to disconnect and reconnect your email integration

Reconnecting your Email integration

SMS Feature

How to customize the sender email address

How to use your own email servers to send emails

Resending a QuoteMachine document

Step-by-step instructions on installing the Mailchimp integration with QuoteMachine.

Setting up Mailchimp with QuoteMachine

This article goes over how to create automations with the Mailchimp integration.

Mailchimp Automations

Send a document to several recipients

How to ensure your emails are read and what to do when they are not.

Has the customer received my email?

Emails, SMS and Notifications

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